Applications and Tabs

The PSA applications listed in the applications selection box and the tabs within them depend on the options that your administrator has set on the profile to which you have been assigned.

For example, the PSA applications can be configured like this:

App Purpose
PSA Admin Contains tabs that allow PSA administrators to configure and administer PSA.
PSA Field Contains tabs that allow a user to create, view and edit projects, resource requests, assignments, timecards, expense reports and skills or certifications.
PSA Management Contains the tabs that allow a user to manage PSA.
PSA Operations Contains the tabs for an operations user.

The following shows an example of the tabs that can be listed in each PSA application.

Lightning

To view these apps in Lightning:

  1. Click Setup.
  2. Search for and select App Manager
  3. Select the app from the list.
  4. Select Edit from the actions available in the right column arrow.
  5. Under Assign To User Profiles, select the profiles who will have access to the app.
  6. Click Save.

Classic

If you have the permissions to do so, you can change the tabs that appear in each custom App by clicking + to display the All Tabs page. You can also display a tab that is not listed in a PSA application using the All Tabs + page. See the Salesforce Help for more information.

Tabs

Tab PSA - Admin PSA - Field PSA - Operations PSA - Management Related Help Topic
Accounts     Setting up Accounts and Opportunities
Actuals Verifier       Recalculating Actuals with the Actuals Verifier
App Logs       App Log
Assignments   Assignments and Schedules Overview
Billing Event Generation       Services Billing Overview
Configuration Groups       Managing Configuration
Configuration Options       Managing Configuration
Configuration Values       Managing Configuration
Contacts     Contacts and Resources
Currencies       Currency
Currency Exchange Rates       Currency
Estimates Vs Actuals       Estimates Versus Actuals
Expense Limits / Rates       Expense Limits and Rates
Expense Reports     Expense Reports
Forecasts       About Forecasting
Holidays       About Time Periods, Work Calendars, and Holidays
Missing Timecards       Missing Timecards
Permission Controls     Permission Controls
Project Actuals Recalc       Recalculating Resource and Project Actuals
Projects   Projects
PSA Administration       PSA Administration
Rate Cards     Rate Cards Overview
Region, Practice, Group     Regions, Practices and Groups
Resource Actuals Recalc       Recalculating Resource and Project Actuals
Resource Requests     Resource Requests Overview
Skill or Certification Matrix     Skills Management Overview
Skill or Certification Zones       Skills Management Overview
Skills Capacity     Skills Management Overview
Time Periods       About Time Periods, Work Calendars, and Holidays
Timecards     Timecards
Transaction Deltas       Transaction Deltas
Vendor Invoices       Vendor Invoices
Work Calendars       About Time Periods, Work Calendars, and Holidays